OAKWOOD CAPITAL, INC.

600 Highway 169 South
Suite 1410
St. Louis Park, Minnesota 55426
Tel: 952-935-4601

About OAKWOOD CAPITAL, INC.

OAKWOOD CAPITAL, INC, formally registered with the SEC as OAKWOOD CAPITAL, INC. The firm was established in 02/04/2021. They have over 15 offices throughout the country.

OAKWOOD CAPITAL, INC. is a St. Louis Park, Minnesota based Financial Planning firm with nearly $260,312,212 assets under management, offering retirement planning & investment advisory services to 1001 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112399
SEC#	801-120259
Assets Managed by Firm	$260,312,212
No. of Clients	1001
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1001	$260,312,212
Individuals (other than high net worth individuals)	412	$110,599,704
High net worth individuals	179	$112,088,071
Corporations or other businesses	3	$5,251,190

More Retirement Planning firms in St. Louis Park, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

Explore More Retirement Advisors in St. Louis Park, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.